See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,723 | $86,655+22.0% | $119,609-11.6% | $66,914+58.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -13.66% | -8.00%-5.7pp | -14.97%+1.3pp | 1.58%-15.2pp |
| Employer contribution / active EE | $10,672 | $2,536+320.8% | $4,232+152.2% | $2,544+319.5% |
| Participant deferral / active EE | $11,259 | $4,358+158.4% | $5,602+101.0% | $4,237+165.7% |
| Admin fee / account holder | $8,265 | $755+995.0% | $10,323-19.9% | $593+1293.1% |